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Apple Halts Project Titan, A Warning Sign for EVs, Apple and Moonshots

donderdag 29 februari 2024 inAbove Avalon (Tech News)

Hello everyone.Over the past 10 years, Above Avalon has followed nearly every Project Titan twist and turn. It would not surprise me to learn that Above Avalon was responsible for more words written about Project Titan than any other publication.Tod…

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Samsung “Unveils” Galaxy Ring at MWC, Dispelling the Apple Ring Rumor, My Skepticism Regarding an Apple Smart Ring

woensdag 28 februari 2024 inAbove Avalon (Tech News)

Multiple outlets are reporting Apple will be winding down Project Titan. There is plenty to talk about. We will cover it all tomorrow. For today’s update, we will focus on another rumored product that likely won’t see a release anytime soon: an Appl…

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Walmart Buys Vizio, Walmart vs. Amazon, Revisiting the Roku Story

woensdag 28 februari 2024 inAbove Avalon (Tech News)

We go over my thoughts on Walmart buying Vizio. The discussion includes a closer look at the Walmart vs. Amazon competitive battle. We also revisit Roku’s strategy and the massive holes in the company’s story.An Above Avalon membership is required t…

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Apple Announces First Immersive Video for Sports, Vision Pro and Apple Immersive Video, Why Is Apple Sports iPhone-Only?

vrijdag 23 februari 2024 inAbove Avalon (Tech News)

Happy Thursday. In today’s update, our discussion will begin with the new Apple Immersive Video format found on Apple Vision Pro. There is then one follow-up regarding the new Apple Sports app. One quick item: I have been using Apple Vision Pro for …

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Apple Launches Apple Sports App, Apple Sports vs. Competing Apps, Apple Sports and The Big Picture

vrijdag 23 februari 2024 inAbove Avalon (Tech News)

Hello everyone. It feels good to get back in the swing of things after a little time off. We will dedicate today’s update to discussing a new app that Apple just launched: Sports.An Above Avalon membership is required to read this update. Members ca…

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Microsoft Earnings, Peloton Earnings

vrijdag 16 februari 2024 inAbove Avalon (Tech News)

In today’s update, we will wrap up our Big Tech earnings reviews with Microsoft. We will then conclude the discussion with a look at Peloton earnings.To set the scene, Microsoft and Peloton are in some ways complete opposites. Microsoft has been rep…

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Alphabet Earnings, Amazon Earnings

vrijdag 16 februari 2024 inAbove Avalon (Tech News)

Monday’s update concluded with the following:“Meta has reported more than $38B of operating losses on its AR/VR efforts. The company needs products like Quest 3 and Ray-Ban Meta to do well and generate revenue to reduce pressure on what are mounting…

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Thoughts on How Zuckerberg Can Monetize Meta Reality Labs

donderdag 15 februari 2024 inAbove Avalon (Tech News)

Monday’s update concluded with the following:“Meta has reported more than $38B of operating losses on its AR/VR efforts. The company needs products like Quest 3 and Ray-Ban Meta to do well and generate revenue to reduce pressure on what are mounting…

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Meta 4Q23 Earnings, Estimating Meta Quest 3 Sales, Ray-Ban Meta and AI

dinsdag 13 februari 2024 inAbove Avalon (Tech News)

There are several Big Tech earnings reports for CY4Q23 worth going over. For those of you who recently became Above Avalon members, my approach to covering Big Tech earnings is twofold:Assess how Apple competitors are doing from a financial/business…

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Disney FY1Q24 Earnings, Disney Buys Minority Stake in Epic Games, Disney, Warner Bros. Discovery, and Fox Announce New Sports App

vrijdag 9 februari 2024 inAbove Avalon (Tech News)

Today's update will have a Disney focus with the company announcing earnings and two new business initiatives. Heading into earnings earlier this week, Disney CEO Bob Iger and the board were facing some of the strongest pressure to date from activis…

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Apple 1Q24 10-Q Takeaways, Apple Balance Sheet Observations

donderdag 8 februari 2024 inAbove Avalon (Tech News)

Today’s update will wrap up Neil’s 1Q24 earnings preview. We will examine Apple’s 1Q24 10-Q filing and the latest balance sheet trends. Here’s what we have covered so far on the Apple earnings front:Feb 2nd: Big picture takeaway, Apple’s 1Q24 number…

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Reading Between the Lines of Apple’s 1Q24 Earnings Q&A With Analysts

donderdag 8 februari 2024 inAbove Avalon (Tech News)

In today’s update, we will focus on Apple’s 1Q24 earnings Q&A session with analysts.After recapping each question-and-answer exchange that occurred on the call between Apple and sell-side analysts, we will go over Neil’s response to the exchange. Le…

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Apple’s Installed Base Growth, Apple's Paid Subscriptions Growth, A More Effective Apple Growth Narrative for Wall Street

dinsdag 6 februari 2024 inAbove Avalon (Tech News)

Last Friday’s update kicked off our Apple 1Q24 earnings review. When it comes to Apple’s financial story, trends are tracking close to Neil’s expectations. For today, we will take a closer look at one takeaway from earnings: Apple’s ecosystem growth…

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Initial Thoughts on Apple’s 1Q24 Results, Apple’s 1Q24: By the Numbers, Parsing Apple’s 2Q24 Guidance

vrijdag 2 februari 2024 inAbove Avalon (Tech News)

Apple’s 1Q24 earnings call was jam-packed with information. Unlike the average earnings call from Big Tech, Apple’s calls contain useful commentary and tidbits. More time will be needed to go through the disclosures, including the installed base inf…

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My 1Q24 Apple Estimates, Expectations for 2Q24 Guidance, My Updated Apple Earnings Model

donderdag 1 februari 2024 inAbove Avalon (Tech News)

Apple reports FY1Q24 earnings on Thursday. Today’s update contains the second half of Neil’s earnings preview. The first half is available here. The update begins with Neil’s granular financial estimates. The discussion includes qualitative explanat…

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Preparing for Apple’s 1Q24 Earnings Release

donderdag 1 februari 2024 inAbove Avalon (Tech News)

Apple reports FY1Q24 earnings (results from October to December) on Thursday. Today's update will begin our preparation for Apple's earnings as we go over Neil’s broader thoughts heading into Apple’s earnings.An Above Avalon membership is required t…

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Apple Unveils Plan for Digital Markets Act, The Spotify Boost Act, Apple Changes Game Streaming Policy

donderdag 1 februari 2024 inAbove Avalon (Tech News)

This is shaping up to be a busy week. Apple reports earnings on Thursday. We will begin preparing for earnings tomorrow (Tuesday). For today's update, we will focus on Apple's plan for the Digital Markets Act (DMA). The discussion includes why Neil …

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Netflix 4Q23 Earnings, Netflix Buys Rights for WWE Raw, Spatial F1 Racing on Apple Vision Pro

vrijdag 26 januari 2024 inAbove Avalon (Tech News)

Some weeks, the news flow comes together in such a way as to result in a fun conversation at the end of the week covering several related topics. We will do that in today’s update. The update will begin with Netflix earnings, turn to Netflix getting…

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Indie Apps on Vision Pro, A visionOS Developer Strike?, The Apple Developer Community

vrijdag 26 januari 2024 inAbove Avalon (Tech News)

We kick things off with Neil’s thoughts on indie app development for Apple Vision Pro. The discussion then turns to why Neil disagree’s with Stratechery’s Ben Thompson’s theory regarding developers being on a Vision Pro / visionOS “strike.” The upda…

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Netflix and Spotify Snub Vision Pro, YouTube Dragging Feet With Vision Pro, Apple TV+ Was the Right Bet for Apple

woensdag 24 januari 2024 inAbove Avalon (Tech News)

When the Vision Pro launches on February 2nd, there will be approximately 250 apps with native support for visionOS - apps optimized for Vision Pro when it comes to design elements and other features made possible by visionOS). Considering how we ar…

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More on My Apple Vision Pro Demo, Apple’s Vision Pro Sales Pitch

woensdag 24 januari 2024 inAbove Avalon (Tech News)

Last Thursday, we went over Neil’s initial thoughts following his second Vision Pro demo. For today, we will kick things off with more about what actually occurred during Neil’s demo. This provides a look at how Apple is positioning Vision Pro at la…

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